Palantir, Semis &Tesla’s Big Year

Nvidia remains king of the AI play, but another AI company has been turning investors’ heads: Palantir. This government supplier has also been saving corporate America much time and money with its AI software solutions. Jackie recaps takeaways from the company’s recent conference call, including insights about the commoditization of LLMs, competitive threats from China, and the opportunity that is DOGE. … Also: Semiconductor chip makers reported mixed December-quarter results. … And: Tesla plans impressive product launches in the areas of autonomous vehicles, electric trucks, and humanoid robots. But the humanoid competitive playing field is crowded.